See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,821 | $82,664+185.3% | $125,339+88.1% | $68,494+244.3% |
| Participation rate | 57.9% | 75.0%-17.1pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $13,606 | $3,381+302.4% | $4,814+182.7% | $2,596+424.1% |
| Participant deferral / active EE | $6,201 | $6,110+1.5% | $7,446-16.7% | $4,027+54.0% |
| Admin fee / account holder | $49,213 | $6,275+684.2% | $10,010+391.7% | $5,403+810.9% |